Books · month end for small UK businesses
Your books, month end ready, every month.
Upload a bank CSV. Books sorts every line into the right category, flags what needs a receipt or a second look, and builds a checklist from how your business actually runs.
- GBP and UK tax terms
- Any bank CSV
- Plans from £4.99 a month
Try it
A month of bank lines, sorted.
This is the same idea as the product, running in your browser on example data. Swap in your own CSV to see it work on your lines.
| Date | Description | £ | Category |
|---|---|---|---|
| 01/10/2026 | STRIPE PAYOUT | 1240.00 | Sales |
| 02/10/2026 | HMRC VAT | -612.40 | Tax |
| 03/10/2026 | AWS EMEA | -38.21 | Software |
| 04/10/2026 | TESCO STORES 2231 | -14.60 | Check: personal or business |
| 07/10/2026 | CLIENT INV 0142 SMITH LTD | 950.00 | Sales |
| 09/10/2026 | BT GROUP PLC | -42.00 | Phone and internet |
| 12/10/2026 | TFL TRAVEL CH | -9.80 | Travel |
| 15/10/2026 | XERO UK | -33.00 | Software |
| 18/10/2026 | TRANSFER TO SAVINGS | -500.00 | Transfer |
| 22/10/2026 | UNKNOWN CARD 4471 | -27.50 | Needs review |
Month end
A checklist that fits your business.
Answer four questions and the list changes. In the product, it carries over each month and remembers what is done.
Your answers
Upload
Drop in a bank CSV from any UK bank.
Sort
Every line is categorised. Odd ones are flagged.
Check
Work through a checklist built from your answers.
Hand over
Share a clean month with your accountant.
Pricing
Pick the size of your books.
Checkout opens once AML supervision is registered, planned for 1 Dec. You can create an account now.
Lite
£4.99 / month
- 1 bank account
- Up to 100 transactions a month
- Categorised preview
- Month-end checklist
Core
£9.99 / month
- 3 bank accounts
- Up to 500 transactions a month
- Everything in Lite
Plus
£14.99 / month
- Unlimited bank accounts and transactions
- Accountant share link
- Month-end pack download
- Everything in Core
Latchkey Pro + Core bundle
£19.99 / month
- Latchkey Pro and Books Core
- 3 bank accounts
- Up to 500 transactions a month
Questions
Plain answers.
Is Books an accountant?
No. Books keeps your records tidy and month end ready so your accountant spends less time, and you spend less on their time.
Which banks work?
Any UK bank that exports a CSV statement. Upload the file and Books categorises each line for you to check.
Where do my files go?
Uploaded files stay in a private store tied to your account. The preview on this page runs only in your browser.
Can my accountant see it?
On Plus you can share a read only view with your accountant.
When can I pay?
Checkout opens once AML supervision is registered. You can create an account before then.